Wealth that grows with their dreams.
Introducing Aditya Birla Sun Life Bal Bhavishya Vojna.
This open-ended investment fund is aimed towards helping you fulfil your child's dream
whether it be higher education, a dream wedding or a secure lifestyle.
It is an open ended fund for investment for children having a lock-in for at least 5 years or till
the child attains age of majority (whichever is earlier).
Be future ready.
Based on your preference or needs, you can begin planning for their future by investing
in:
1. Aditya Birla Sun Life Bal Bhavishya Vojna - Wealth Plan: The primary investment
objective of this Plan is to seek generation of capital appreciation by creating a portfolio that is
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predominantly investing in equity & equity related securities and debt and money market instruments.
2. Aditya Birla Sun Life Bal Bhavishya Vojna - Savings Plan: The investment objective of this Plan
is to generate income and capital appreciation by predominantly investing in a diversified portfolio of
debt and money market securities along with equity and equity related instruments.
You can consult your financial advisor to determine which plan best suits your needs.
Note: For further details, please refer SID/KIM of the scheme.
Why Aditya Birla Sun Life Bal Bhavishya Vojna?
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Multiple Plan Investment Facility:
It provides you with the choice of investing in both Wealth and Savings Plans
at the time of initial investments, subject to lock-in period .
Intra-scheme Switching Option*:
This scheme allows you to switch from Wealth to Savings Plan or vice versa.
Smart Withdrawal Plan (SWP):
Its fixed payment option allows you to receive income at fixed intervals,
subject to lock-in period.
Systematic Investment Plan (SIP):
This facility allows you to invest a particular amount periodically.
Systematic Transfer Plan (STP):
This facility allows you to transfer lump sum money to other schemes with
the potential for higher growth through equities, subject to lock-in period.
*Investor shall consult his/her Tax consultant for Taxation advice/implications
Scheme: This product is suitable for investors who are seeking:
Adltya Blrla Sun Life
Bal Bhavlshya Vojna Wealth Plan
• long term capital growth • investment in predominantly equity and equity related securities as well as debt and money market
instruments
• long term capital growth • investment in predominantly debt and money market instruments as well as equity & equity related
securities
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Adltya Blrla Sun Life
Bal Bhavlshya Vojna
Savings Plan
Investors should consult their financial advisors, if In doubt about whether the product is suitable for them.
Investors understand that their principal will be at Moderately high risk
Distributed by
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.